Is Palo Alto Networks Stock a Buy?
Palo Alto Networks is poised to post solid revenue growth and a high adjusted free cash flow margin over the next several years. But investors should proceed with caution.
Is The Trade Desk Stock a Buy?
The company has been delivering solid performance in a growing online advertising market, but the stock has climbed back to all-time high levels.
Better Buy: Facebook vs. Twitter
Facebook has been a superior choice for long-term investors over the last several years, but is it still?
Why BlackBerry's Fiscal Third-Quarter Results Weren't That Impressive
The company generated losses, and the acquisition of Cylance masked slow revenue growth.
Will Amazon Make a Dent in Cisco's Revenue With This New Project?
Amazon is one of the premier members of a project that aims to disrupt a part of the computer networking industry.
Better Buy: Arista Networks vs. Juniper Networks
Both network vendors are facing challenges in the cloud data center market, but there's a clear winner.
It Took 5 Years and $1 Billion for Cisco to Prepare This Key Future-Proof Strategy
Cisco's new "Internet for the future" strategy represents a major shift for the legacy network vendor.
Better Buy: AT&T vs. Verizon
Both telecommunication providers rely on 5G and content to fuel their revenue growth and sustain their dividends. So what sets them apart?
CrowdStrike: Stellar Results vs. Lofty Valuation
The cloud-based cybersecurity vendor posted strong results and raised guidance.
Zoom Video's Lofty Valuation Leaves No Margin for Safety
The cloud-based collaboration company posted impressive results and raised guidance, but it remains exposed to intensifying competition.
Why Investors Should Avoid Zscaler
The cybersecurity company reported strong fiscal first-quarter results and raised its guidance, but its stock price corresponds to higher expectations.
Better Buy: Square vs. PayPal
Both payment companies are expanding their ecosystems, but their distinct risk profiles correspond to different types of investors.
What Palo Alto Networks' Ambitious 3-Year Plan Doesn't Tell You
Despite weak next-quarter guidance, management emphasized the company was on track to reach its long-term goals.
Beware Splunk's Impressive Operating Cash Flow Forecast
Management expects $1 billion of operating cash flow by fiscal 2023.
Better Buy: Cisco Systems vs. Oracle
Both tech giants have been transforming their legacy businesses while generating significant free cash flow.
Better Buy: CenturyLink vs. Frontier Communications
Both companies rely on their fiber assets to offset the decline of their legacy businesses, but one of them is much riskier.
Why Cisco's Weak Guidance Creates an Opportunity for Dividend Investors
The yield now exceeds 3.1% -- and it's safe.
Datadog's Stellar Earnings Come With a Stiff Valuation
Third-quarter results topped ambitious expectations and the company's market cap jumped $1.9 billion overnight.
Why CyberArk Software Is a Speculative Investment
Even with strong double-digit revenue growth, increasing profits, and raised guidance, the cybersecurity company remains pricey.
There Are Challenges Behind New Relic's Encouraging Q2 Earnings
The New Relic One platform shows promising early signs, but the market expects more.